About Us:
Pockell Law Office is a well-established, compassionate law firm dedicated to providing comprehensive estate planning and probate administration. We take pride in helping clients navigate complex life decisions with peace of mind. We are looking for an experienced, detail-oriented Paralegal to join our team and provide exceptional client support.
Responsibilities
Estate Planning Support:
- Draft, review, and finalize estate planning documents, including wills, trusts, and powers of attorney, as well as more complex trusts to assist clients in special needs and asset protection planning.
Probate & Trust Administration:
- Assist with probate proceedings and trust administration, from opening to closing.
- Prepare petitions, inventories, accounting and identifying assets.
- Assist with funding trusts, preparing deeds.
- Monitor and track deadlines, filing documents (including e-filing) with the court and maintaining organized, accurate electronic and paper files.
Client Interaction:
- Act as a primary point of contact for clients.
- Conduct client consultations, assessing planning objectives, and developing effective, customized solutions.
Teamwork:
- Work collaboratively with the team.
- Backing up peers during vacation.
Qualifications
- Paralegal certification or bachelor’s degree preferred but not required.
- 2 -5 years of experience in estate planning, trust administration or probate law (willing to consider talented junior attorney with right aptitude).
- Experience with WordPerfect and Clio.
- Strong drafting skills and attention to detail.
- Empathetic, compassionate communication style suitable for working with seniors and families.
**"Please include a cover letter with your application explaining your relevant experience and interest in this role**
Benefits:
- 401(k)
- 401(k) matching
- Free parking
- Health insurance
- Opportunities for advancement
- Paid sick time
- Paid time off
Application Question(s):
- How many years of estate planning or probate law experience do you have?
- What experience do you have with case management software like Clio and WordPerfect?
Work Location: In person
